Differences

This shows you the differences between two versions of the page.

--- start [2018/08/17 13:47]
sstangroom
+++ start [2022/05/10 14:40]
mbanach [FOLIO Instructions]
@@ Line 6: / Line 6: @@
 Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides access to information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research.
-[[Evolving Workflows - 2016]]
-[[https://scholarworks.umass.edu/libraries_content_and_discovery/|Content & Discovery Showcase 2018]]\\
-{{:irm_chart_2017.pdf|IRM Organizational Chart}}\\
+[[https://scholarworks.umass.edu/libraries_content_and_discovery|Content & Discovery Showcases]]\\
-{{:irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\
+[[https://docs.google.com/drawings/d/17tBYxiXy6AlAAkhagw3KLExahbBMDDyjDTz606FKj9g/edit?usp=sharing |IRM Organizational Chart]]\\
-{{{{:irmpersonnelchart2018aug.pdf|IRM Personnel Chart 2018}}\\
+[[https://docs.google.com/document/d/1yMA34RBBHmcX0Wt0npGOA7pUEWfn81Jr/edit?usp=sharing&ouid=108975950027587109594&rtpof=true&sd=true|2021 IRM Major Unit Activities]]\\
+==Staff Policies==
+[[attendance_policy_2021|Attendance policy (September 2021)]]\\
+==Historical==
+{{:irmmajorunitactivities2017.pdf|2017 IRM Major Unit Activities}}\\
+[[evolving_workflows_-_2016|Evolving Workflows 2016]]
@@ Line 18: / Line 24: @@
 ===== IRM - General =====
+[[Aleph Services Workshop]]
 [[Collection Analysis Task Force (CATF) Recommendations (2017)]]
 [[http://hdl.handle.net/1721.1/108771|Creating a Social Justice Mindset: Diversity, Inclusion and Social Justice in the Collections Directorate of the MIT Libraries]]
+[[Five College Annex Processing Procedures]]
 [[Five College Microforms Repository Policy]]
@@ Line 27: / Line 38: @@
 [[Goals|IRM Goals]]
+[[Order Supplies IRM]]
 [[Policies|IRM Policies]]
@@ Line 32: / Line 45: @@
 [[irm_social_media|IRM Social Media]]
+==== Electronic Resources General Notes for all (Includes Guidance on Holdings) =====
+[[General Guidelines for eResources]]
 ===== Acquisitions =====
@@ Line 50: / Line 66: @@
 [[ARL E-Resources Collection Statistics]]
-[[Collection Codes For Aleph MARC Records]]
 [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]]
-[[https://docs.google.com/spreadsheets/d/1DAsFV6VncswKeAWEm3n6d77FOgVnWuuxMa7-uxtrPQg/edit?usp=sharing|CORAL Field Notes]]
+[[CORAL]]
-[[http://coral.library.umass.edu/umacoral/|CORAL Login Page]]
+[[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
+[[http://coral.library.umass.edu/|CORAL Login Page]]
 [[Databases & Packages - New Purchases Checklist]]
-[[De-duping OCLC local bib records and MARCIt records]]
+[[http://guides.library.umass.edu/az.php|Database A-Z List (Springshare/LibGuides Platform)]]
-[[E-Book Cataloging]]
+[[De-duping OCLC local bib records and MARCIt records]]
 [[ebooks_new_titles|E-Books: New Title Workflows]]
@@ Line 78: / Line 94: @@
 [[Electronic Resources Cancellation Checklist]]
-[[Electronic Resources - Creating Links]]
 [[Electronic Resources Invoicing in Aleph]]
@@ Line 97: / Line 111: @@
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]]
+[[open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]] (ARCHIVED)
 [[perpetual_access_procedures|Perpetual Access Procedures]]
@@ Line 125: / Line 139: @@
 [[Depository Packing Slip for Serials]]
-[[EAST Materials Instructions]]
+[[DVD End Processing]]
 [[End Processing Student Job Description|End Processing/General Student Job Description]]
@@ Line 138: / Line 152: @@
 [[Music End Processing]]
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]
 [[Staff Working Tools Procedures]]
@@ Line 161: / Line 173: @@
 [[FASTCAT Instructions]]
-[[Fly Record Processing]]
 [[Foreign Vendor List for Monographic Ordering]]
@@ Line 199: / Line 209: @@
 [[Electronic Access Issues for Cancelled or Ceased in Print]]
-[[Fly Record Processing]]
-[[Holdings Statement Syntax for HOL Records]]
 [[Item Record Global Changes]]
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[Periodical Receiving]]
-[[Serials Cancellations]]
-[[Serials Ceased Titles]]
 [[serials_continuations_definitions|Serials Continuations Definitions]]
-[[serials_discard_decision_file|Serials Discard Decision File]]
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]
-[[Serials Links to Useful Information]]
-[[Serials New Titles]]
-[[Serials Prediction Patterns]]
-[[Serials Prediction Patterns Examples]]
 [[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]
-[[Serials Title Changes]]
+For metadata workflows for serials, please see documentation under Metadata: Serials. For any questions regarding serials titles and cataloguing, please contact [[annk@umass.edu|Ann Kardos]].
-[[serials_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]]
 ===== Discovery & Resource Management Systems =====
@@ Line 243: / Line 227: @@
 [[Batch Record Loading Updating and Editing Instructions]]
-[[Collection Codes For Aleph MARC Records]]
+[[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform)
-[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
 [[eds_admin_management|EDS Admin Management]]
+[[hlm_admin_maintenance|HLM Admin Maintenance]]
+[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
 [[EZProxy Maintenance]]
+[[https://fivecolleges.folio.ebsco.com/|5C FOLIO]]
+[[https://fivecolleges-sandbox.folio.ebsco.com/|5C FOLIO Sandbox]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview|5C FOLIO Confluence]]
 [[HathiTrust]]
@@ Line 259: / Line 251: @@
 [[RAPID]]
-[[SFX Cron Jobs]]
+ARCHIVED [[Checklist requesting new Aleph collections]]
-[[SFX Down]]
+ARCHIVED [[Collection Codes For Aleph MARC Records]]
-[[SFX Routine Maintenance]]
+ARCHIVED [[CORAL]]
-[[SFX sid List]]
+ARCHIVED [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
-[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]
+ARCHIVED [[http://coral.library.umass.edu/|CORAL Login Page]]
-[[SFX Statistics Archives Files]]
+ARCHIVED [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
-[[SFX Targets - Activating]]
+ARCHIVED [[SFX Cron Jobs]]
-[[SFX Update Procedures]]
+ARCHIVED [[SFX Down]]
-[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+ARCHIVED [[SFX Renewals]] Also includes platforms and transfers
+ARCHIVED [[SFX Routine Maintenance]] Recurring not including KB Updates
-===== Metadata =====
+ARCHIVED [[SFX sid List]]
-[[23rd_floor_linking_project_instructions]]
+ARCHIVED [[SFX Targets - Activating]]
-[[049 fields]]
+ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
-[[910 Formatting]]
+ARCHIVED [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]
-[[AA Chart for Cataloging to Locations As Appropriate]]
+ARCHIVED [[SFX Statistics Archives Files]]
-[[Adding Dissertations and Theses to Scholarworks Collections]]
+ARCHIVED [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+===== General Metadata =====
-[[Batch Record Loading Updating and Editing Instructions]]
+[[23rd_floor_linking_project_instructions]]
-[[Batch Uploading ETDs to ScholarWorks]]
+[[Analyzed serials monographic series instructions]]
-[[Blocking Theses From Public View in Scholarworks]]
+[[Batch Loading Team]]
+[[Batch Record Loading Updating and Editing Instructions]]
 [[Books ordered for staff use]]
-[[Cataloging E-resource Versions of Print Dissertations]]
+[[Circulation OnTheFly Procedures]]
-[[Cataloging Equipment]]
-[[CD-ROM cataloging instructions]]
-[[Changing one year campus access titles to open access]]
 [[Closing monographic series records]]
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]
 [[Cross-linking Bound-withs Title changes and Ser anals]]
-[[Cutter Table]]
 [[De-duping OCLC local bib records and MARCIt records]]
@@ Line 318: / Line 304: @@
 [[De-ref Procedures]]
-[[Dissertations and Theses Overview]]
+[[Digital Bookplates]]
-[[Dissertations Missing from Scholarworks]]
-[[DVD Cataloging Streamlined Guidelines]]
-[[DVD Fastcat Instructions]]
-[[Electronic Dissertations Workflow]]
-[[Electronic Theses Workflow]]
-[[E-resource record quality checklist]]
-[[E-Resources Cataloging - FASTCAT Standards]]
-[[E-Resources Cataloging Instructions for Free Internet Resources]]
-[[E-Resources Cataloging Instructions for Licensed Resources]]
 [[Faculty Writing Place - Cataloging & Processing]]
 [[Five College Uniform Language for Linking in 856 fields]]
-[[Graduate Degree Program Codes]]
 [[Gov Docs Transfer Project Instructions]]
@@ Line 348: / Line 314: @@
 [[Gov Docs Transfer Project Student Job Description]]
-[[Government Documents Cataloging]]
+[[Item types]]
+[[Linked Mt Ida Instructions]]
+[[Linking Project instructions current version 2019]]
 [[Landscape Architecture and Regional Planning Masters Projects Workflow]]
@@ Line 357: / Line 327: @@
 [[Macro Express Instructions on Capturing Mouse Movements]]
-[[maps_cataloging_resources|Map Cataloging Resources]]
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
 [[MARCIt Record Loads]]
@@ Line 369: / Line 335: @@
 [[Masha Rudman Childrens Collection Hierarchical Codes]]
-[[Mass Docs Cataloging Procedures]]
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[microforms_overview|Microforms Overview]]
+[[Mt. Ida Reserves]]
-[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
+[[Reinstatements]]
-[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
+[[Renaissance Center Cataloging ]]
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]]
+[[Replacements]]
-[[Missing and Lost Serials and Bound Periodicals]]
+[[Separate record policy for free electronic resources]]
+[[Tableau Cataloging Statistics]]
+[[Withdrawal of Library Materials]]
+==== Cataloging Guidelines & Fastcat ====
+[[Cataloging Equipment]]
+[[Cataloging monographs fastcat]]
+[[CD-ROM cataloging instructions]]
+[[DVD Cataloging Streamlined Guidelines]]
+[[DVD Fastcat Instructions]]
+[[E-resource record quality checklist]]
+[[E-Resources Cataloging - FASTCAT Standards]]
+[[Government Documents Cataloging]]
+[[maps_cataloging_resources|Map Cataloging Resources]]
+[[Mass Docs Cataloging Procedures]]
+[[minimal_metadata_guidelines | Minimal Metadata Guidelines]]
 [[Monographs Workflow Overview]]
@@ Line 388: / Line 379: @@
 [[Mount Holyoke Cataloging]]
-[[Mt. Ida Reserves]]
+[[OCA Cataloging Procedures]]
-[[NACA Publications Cataloging and Processing]]
+[[Photocopy cataloging]]
-[[NACO Documentation]]
+[[rush_cataloging_and_processing_workflow|RUSH cataloging and processing workflow]]
-[[NASA Special Publications (NASA SPs)]]
+[[Setting_holdings_on_OCLC]]
-[[OCA Cataloging Procedures]]
+[[SCUA Cataloging]]
+[[Y Federal Documents Cataloging]]
+==== ETD Documentation ====
+[[Batch Uploading ETDs to ScholarWorks]]
+[[Blocking Theses From Public View in Scholarworks]]
+[[Cataloging E-resource Versions of Print Dissertations]]
+[[Changing one year campus access titles to open access]]
+[[Correcting theses and dissertations metadata on ScholarWorks pages]]
+[[Dissertations and Theses Overview]]
+[[Dissertations Missing from Scholarworks]]
+[[Graduate Degree Program Codes]]
+[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
 [[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
 [[Ordering and Processing Dissertations from ProQuest]]
+[[ScholarWorks Theses and Dissertations Series Abbreviations]]
+[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
+[[Transferring ETD files from Proquest]]
+__Outdated workflows--Do Not Use! Historical documentation for migration purposes__
+[[Adding Dissertations and Theses to Scholarworks Collections]]
+[[Electronic Dissertations Workflow]]
+[[Electronic Theses Workflow]]
 [[Paper Dissertations and Theses Workflow]]
-[[Photocopy cataloging]]
+[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
-[[RDA Training materials]]
+==== FOLIO Instructions ====
-[[RDA vs. AACR2 Basic Differences]]
+[[Receiving Physical Items]]
-[[Reinstatements]]
+==== Microforms ====
-[[Renaissance Center Cataloging ]]
+[[microforms_overview|Microforms Overview]]
-[[Replacements]]
+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
-[[http://www.oclc.org/support/documentation/worldcat/searching/searchworldcatindexes/|Searching WorldCat Indexes (Connection, Worldcat, etc.) - Guide from OCLC]]
+[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
-[[Setting_holdings_on_OCLC]]
+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]]
-[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
+==== Music Cataloging ====
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]
+[[Fast originalcat Music Recitals (CDs)]]
-[[SCUA Cataloging]]
+[[Fastcat LPs]]
-[[Separate record policy for free electronic resources]]
+[[Fastcat Music Audio Recordings (CDs)]]
-[[Serials Cancellations]]
+==== Resources for Cataloging & Metadata Staff =====
-[[Serials Ceased Titles]]
+[[049 fields]]
-[[serials_discard_decision_file|Serials Discard Decision File]]
+[[910 Formatting]]
-[[Serials Links to Useful Information]]
+[[connexion_macros|Creating Connexion Macros]]
-[[Serials New Titles]]
+[[cutter_table|Cutter Table]]
-[[Serials Popular Magazines and Newspapers List]]
+[[EAST Reallocations Spreadsheet]]
-[[Serials Prediction Patterns]]
+[[Metadata Help LibAnswers]]
-[[Serials Prediction Patterns Examples]]
+[[metadata_resources|Metadata Resources]]
-[[Serials Title Changes]]
+[[OCLC Record Manager]]
-[[serials_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]]
+[[Python]]
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
+[[RDA Training materials]]
-[[Special Added Volume sequences]]
+==== Serials Workflows ====
-[[Staff Working Tools Procedures]]
+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
-[[Transferring ETD files from Proquest]]
+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
-[[Withdrawal of Library Materials]]
+[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
-[[A Federal Documents Cataloging]]
+[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
-[[Y Federal Documents Cataloging]]
+[[serials_workflow_new_titles|Serials Workflow: New Titles]]
-==== Science and SEL ====
+[[Periodical Receiving|Serials Workflow: Periodical Receiving]]
-[[aa_chart_for_cataloging_to_locations_as_appropriate|"AA" chart for Cataloging to Locations as Appropriate]]
+[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]]
+[[serials_workflow_title_changes|Serials Workflow: Title Changes]]
+[[MARC 866 Guidelines]]
+[[Missing and Lost Serials and Bound Periodicals]]
+==== Science and SEL ====
 [[doe_technical_reports_microfiche_uncataloged| DOE Technical Reports Microfiche (Uncataloged)]]
@@ Line 489: / Line 524: @@
 [[sel_reinstatement_of_missing_or_lost_books|SEL Reinstatement of Missing or Lost Materials]]
-[[sel_serials_problems_procedure|SEL Serials Problems Procedure]]
-[[sel_transfers_within_sel|SEL - Transfers Within SEL]]
 [[sel_transfers_to_repository|SEL Transfers to Repository]]
+[[Special Added Volume sequences]]
 ===== Statistics =====
@@ Line 502: / Line 535: @@
 [[ARL E-Resources Collection Statistics]]
-[[SFX Fulltext Not Found]]
+ARCHIVED [[SFX Fulltext Not Found]]
-[[SFX Statistics Archives Files]]
+ARCHIVED [[SFX Statistics Archives Files]]
 [[Usage Statistics for E-resources - Rationale]]
@@ Line 517: / Line 550: @@
 [[ALEPH Tools]]
+{{:evolving_workflows_-_2016|Evolving Workflows 2016}}\\
 [[Macro Express Instructions]]
@@ Line 525: / Line 560: @@
 [[Wiki Documentation Master List]]
+[[worldshare_link]]
 [[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]]
@@ Line 530: / Line 567: @@
 [[Classification Web]]
+=====Student Employees=====
+[[Resources for student supervisors]]
+[[http://moodle.umass.edu|Moodle: Resources for library student workers]]
+Student Forms: Libwire Home » Online Forms » [[https://intranet.library.umass.edu/intranet/Forms/view_items.cfm?MenuID=7&CategoryID=5|Student forms]]
+=====Documentation from Other Departments=====
+[[Circulation Documentation]]
+[[Learning Commons Documentation]]
+[[Reserves Documentation]]
+[[SEL Desk Manual]]